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BRIGHAM YOUNG UNIVERSITY-IDAHO, INC.

Company Details

Name: BRIGHAM YOUNG UNIVERSITY-IDAHO, INC.
Jurisdiction: Idaho
Legal type: Foreign Nonprofit Corporation
Status: Active-Good Standing
Date of registration: 15 Nov 1972 (52 years ago)
Financial Date End: 30 Nov 2025
Entity Number: 151077
Place of Formation: UTAH
File Number: 151077
Principal Address: A-357 ASB BYU PROVO, UT 84602
Mailing Address: STEVEN MERRILL SANDBERG A-360 ASB PROVO, UT 84602-1001

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
BRIGHAM YOUNG UNIVERSITY-IDAHO TAX-DEFERRED ANNUITY PLAN 2023 820207699 2024-03-08 BRIGHAM YOUNG UNIVERSITY-IDAHO 1415
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1992-07-01
Business code 611000
Sponsor’s telephone number 2084961700
Plan sponsor’s address 525 SOUTH CENTER - 1670, REXBURG, ID, 83460

Signature of

Role Plan administrator
Date 2024-03-08
Name of individual signing BETH BALDWIN
Valid signature Filed with authorized/valid electronic signature
BRIGHAM YOUNG UNIVERSITY-IDAHO TAX-DEFERRED ANNUITY PLAN 2022 820207699 2023-09-18 BRIGHAM YOUNG UNIVERSITY-IDAHO 1386
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1992-07-01
Business code 611000
Sponsor’s telephone number 2084961700
Plan sponsor’s mailing address 525 SOUTH CENTER - 1670, REXBURG, ID, 83460
Plan sponsor’s address 525 SOUTH CENTER - 1670, REXBURG, ID, 83460

Number of participants as of the end of the plan year

Active participants 1373
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 41
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 1
Number of participants with account balances as of the end of the plan year 72
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 0

Signature of

Role Plan administrator
Date 2023-09-18
Name of individual signing BETH BALDWIN
Valid signature Filed with authorized/valid electronic signature
BRIGHAM YOUNG UNIVERSITY-IDAHO TAX-DEFERRED ANNUITY PLAN 2021 820207699 2022-10-17 BRIGHAM YOUNG UNIVERSITY-IDAHO 1464
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1992-07-01
Business code 611000
Sponsor’s telephone number 2084961700
Plan sponsor’s mailing address 525 SOUTH CENTER - 1670, REXBURG, ID, 83460
Plan sponsor’s address 525 SOUTH CENTER - 1670, REXBURG, ID, 83460

Number of participants as of the end of the plan year

Active participants 1373
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 8
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 5
Number of participants with account balances as of the end of the plan year 74
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 0

Signature of

Role Plan administrator
Date 2022-10-17
Name of individual signing BETH BALDWIN
Valid signature Filed with authorized/valid electronic signature
BRIGHAM YOUNG UNIVERSITY-IDAHO TAX-DEFERRED ANNUITY PLAN 2020 820207699 2021-10-15 BRIGHAM YOUNG UNIVERSITY-IDAHO 1459
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1992-07-01
Business code 611000
Sponsor’s telephone number 2084961700
Plan sponsor’s mailing address 525 SOUTH CENTER - 1670, REXBURG, ID, 83460
Plan sponsor’s address 525 SOUTH CENTER - 1670, REXBURG, ID, 83460

Number of participants as of the end of the plan year

Active participants 1453
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 9
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2
Number of participants with account balances as of the end of the plan year 79
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 0

Signature of

Role Plan administrator
Date 2021-10-15
Name of individual signing KEVIN PRICE
Valid signature Filed with authorized/valid electronic signature
BRIGHAM YOUNG UNIVERSITY-IDAHO TAX-DEFERRED ANNUITY PLAN 2019 820207699 2020-10-15 BRIGHAM YOUNG UNIVERSITY-IDAHO 1566
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1992-07-01
Business code 611000
Sponsor’s telephone number 2084961700
Plan sponsor’s mailing address 525 SOUTH CENTER - 1670, REXBURG, ID, 83460
Plan sponsor’s address 525 SOUTH CENTER - 1670, REXBURG, ID, 83460

Plan administrator’s name and address

Administrator’s EIN 820207699
Plan administrator’s name BRIGHAM YOUNG UNIVERSITY-IDAHO
Plan administrator’s address 525 SOUTH CENTER - 1670, REXBURG, ID, 83460
Administrator’s telephone number 2084961700

Number of participants as of the end of the plan year

Active participants 1448
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 10
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 1
Number of participants with account balances as of the end of the plan year 84
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 0

Signature of

Role Plan administrator
Date 2020-10-15
Name of individual signing KEVIN PRICE
Valid signature Filed with authorized/valid electronic signature
BRIGHAM YOUNG UNIVERSITY-IDAHO TAX-DEFERRED ANNUITY PLAN 2018 820207699 2019-10-16 BRIGHAM YOUNG UNIVERSITY-IDAHO 1606
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1992-07-01
Business code 611000
Sponsor’s telephone number 2084961700
Plan sponsor’s mailing address 525 SOUTH CENTER - 1670, REXBURG, ID, 83460
Plan sponsor’s address 525 SOUTH CENTER - 1670, REXBURG, ID, 83460

Plan administrator’s name and address

Administrator’s EIN 820207699
Plan administrator’s name BRIGHAM YOUNG UNIVERSITY-IDAHO
Plan administrator’s address 525 SOUTH CENTER - 1670, REXBURG, ID, 83460
Administrator’s telephone number 2084961700

Number of participants as of the end of the plan year

Active participants 1558
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 7
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 1
Number of participants with account balances as of the end of the plan year 87
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 0

Signature of

Role Plan administrator
Date 2019-10-16
Name of individual signing KEVIN PRICE
Valid signature Filed with authorized/valid electronic signature
BRIGHAM YOUNG UNIVERSITY-IDAHO TAX-DEFERRED ANNUITY PLAN 2017 820207699 2019-10-16 BRIGHAM YOUNG UNIVERSITY-IDAHO 1612
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1992-07-01
Business code 611000
Sponsor’s telephone number 2084961700
Plan sponsor’s mailing address 525 SOUTH CENTER - 1670, REXBURG, ID, 83460
Plan sponsor’s address 525 SOUTH CENTER - 1670, REXBURG, ID, 83460

Plan administrator’s name and address

Administrator’s EIN 820207699
Plan administrator’s name BRIGHAM YOUNG UNIVERSITY-IDAHO
Plan administrator’s address 525 SOUTH CENTER - 1670, REXBURG, ID, 83460
Administrator’s telephone number 2084961700

Number of participants as of the end of the plan year

Active participants 1601
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 4
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 1
Number of participants with account balances as of the end of the plan year 88
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 0

Signature of

Role Plan administrator
Date 2019-10-16
Name of individual signing KEVIN PRICE
Valid signature Filed with authorized/valid electronic signature
BRIGHAM YOUNG UNIVERSITY-IDAHO TAX-DEFERRED ANNUITY PLAN 2017 820207699 2018-10-10 BRIGHAM YOUNG UNIVERSITY-IDAHO 1475
Three-digit plan number (PN) 002
Effective date of plan 1992-07-01
Business code 611000
Sponsor’s telephone number 2084961700
Plan sponsor’s mailing address 525 SOUTH CENTER - 1670, REXBURG, ID, 83460
Plan sponsor’s address 525 SOUTH CENTER - 1670, REXBURG, ID, 83460

Plan administrator’s name and address

Administrator’s EIN 820207699
Plan administrator’s name BRIGHAM YOUNG UNIVERSITY-IDAHO
Plan administrator’s address 525 SOUTH CENTER - 1670, REXBURG, ID, 83460
Administrator’s telephone number 2084961700

Number of participants as of the end of the plan year

Active participants 120
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 4
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 1
Number of participants with account balances as of the end of the plan year 88
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 0

Signature of

Role Plan administrator
Date 2018-10-10
Name of individual signing KEVIN PRICE
Valid signature Filed with authorized/valid electronic signature
BRIGHAM YOUNG UNIVERSITY-IDAHO TAX-DEFERRED ANNUITY PLAN 2016 820207699 2019-10-16 BRIGHAM YOUNG UNIVERSITY-IDAHO 1582
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1992-07-01
Business code 611000
Sponsor’s telephone number 2084961700
Plan sponsor’s mailing address 525 SOUTH CENTER - 1670, REXBURG, ID, 83460
Plan sponsor’s address 525 SOUTH CENTER - 1670, REXBURG, ID, 83460

Plan administrator’s name and address

Administrator’s EIN 820207699
Plan administrator’s name BRIGHAM YOUNG UNIVERSITY-IDAHO
Plan administrator’s address 525 SOUTH CENTER - 1670, REXBURG, ID, 83460
Administrator’s telephone number 2084961700

Number of participants as of the end of the plan year

Active participants 1604
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 7
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 1
Number of participants with account balances as of the end of the plan year 98
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 0

Signature of

Role Plan administrator
Date 2019-10-16
Name of individual signing KEVIN PRICE
Valid signature Filed with authorized/valid electronic signature
BRIGHAM YOUNG UNIVERSITY-IDAHO TAX-DEFERRED ANNUITY PLAN 2016 820207699 2017-10-16 BRIGHAM YOUNG UNIVERSITY-IDAHO 1452
Three-digit plan number (PN) 002
Effective date of plan 1992-07-01
Business code 611000
Sponsor’s telephone number 2084961700
Plan sponsor’s mailing address 525 SOUTH CENTER - 1670, REXBURG, ID, 83460
Plan sponsor’s address 525 SOUTH CENTER - 1670, REXBURG, ID, 83460

Plan administrator’s name and address

Administrator’s EIN 820207699
Plan administrator’s name BRIGHAM YOUNG UNIVERSITY-IDAHO
Plan administrator’s address 525 SOUTH CENTER - 1670, REXBURG, ID, 83460
Administrator’s telephone number 2084961700

Number of participants as of the end of the plan year

Active participants 1467
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 7
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 1
Number of participants with account balances as of the end of the plan year 98
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 0

Signature of

Role Plan administrator
Date 2017-10-16
Name of individual signing KEVIN PRICE
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Address
ROB GARRETT Agent BYU-IDAHO 200 KIM, REXBURG, ID 83460-1650

President

Name Role Address Appointed On Resigned On
Henry J Eyring President 200 KIM, REXBURG, ID 83460 2020-11-23 2023-10-27
Alvin T Meredith President 200 KIM, REXBURG, ID 83460 2023-10-27 No data

Director

Name Role Address Appointed On Resigned On
Russell M. Nelson Director 47 EAST SOUTH TEMPLE, SALT LAKE CITY, UT 84150 2023-10-27 2023-10-27
Dallin H. Oaks Director 47 EAST SOUTH TEMPLE, SALT LAKE CITY, UT 84150 2023-10-27 2023-10-27
Henry B. Eyring Director 47 EAST SOUTH TEMPLE, SALT LAKE CITY, UT 84150 2023-10-27 2023-10-27
D. Todd Christofferson Director 47 EAST SOUTH TEMPLE, SALT LAKE CITY, UT 84150 2023-10-27 2023-10-27
Paul V. Johnson Director 47 EAST SOUTH TEMPLE, SALT LAKE CITY, UT 84150 2023-10-27 2023-10-27
Michael T. Ringwood Director 47 EAST SOUTH TEMPLE, SALT LAKE CITY, UT 84150 2023-10-27 2023-10-27
Gerald Causse Director 47 EAST SOUTH TEMPLE, SALT LAKE CITY, UT 84150 2023-10-27 2023-10-27
Stephen J. Lund Director 47 EAST SOUTH TEMPLE, SALT LAKE CITY, UT 84150 2023-10-27 2023-10-27
Camille Johnson Director 47 EAST SOUTH TEMPLE, SALT LAKE CITY, UT 84150 2023-10-27 2023-10-27
Emily Belle Freeman Director 47 EAST SOUTH TEMPLE, SALT LAKE CITY, UT 84150 2023-10-27 No data

Secretary

Name Role Address Appointed On
Steve Sandberg Secretary A360 ASB, PROVO, UT 84602 2023-10-27

Vice President

Name Role Address Appointed On Resigned On
Jon Linford Vice President 200 KIM, REXBURG, ID 83460 2023-10-27 2023-10-27
Brett Cook Vice President 200 KIM, REXBURG, ID 83460 2023-10-27 2023-10-27

Filing

Filing Name Filing Number Filing date
Annual Report 0005942297 2024-10-15
Annual Report 0005450545 2023-10-27
Annual Report 0004999289 2022-11-22
Annual Report 0004474950 2021-11-02
Annual Report 0004073041 2020-11-23
Annual Report 0003670194 2019-11-06
Annual Report 0003330341 2018-10-17
Annual Report 0001507815 2017-09-19
Annual Report 0001507813 2016-09-27
Change of Registered Office/Agent/Both (by Entity) 0001507814 2016-09-22

Date of last update: 16 Jan 2025

Sources: Idaho Secretary of State